Kenneth M. Karas

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 77

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • National Association of Urban Debate Leagues
  • Little League
  • Davis, Polk & Wardwell - Salary

As filed

JFCU — Interest

Citibank Savings Account — Interest

Citibank Checking Account — Interest

HR-10 Spartan 500 Index — Int/Div — Buy (add'l)

HR-10 Spartan 500 Index — Buy (add'l)

HR-10 Fidelity Retirement Money Market — Interest

401K Spartan S00 Index — Int/Div — Buy (add'l)

401K Fudehty Retirement Money Market — Interest

E*Trade Sweep Account — Interest

NY 529 Vanguard Agressive Fund (no control) — None

NY 529 Vanguard Aggressive Fund (no control) — None

Citibank IRA — Interest

Citibank IRA — Interest

HR-10 SPDR S&P MidCap 400 ETF TR — Int/Div — Sold (part)

HR-<10SPRTN Total Market Index Fund — Int/Div — Buy (add'l)

HR-<10SPRTN Total Market Index Fund — Buy (add'l)

HR-<10SPRTN Total Market Index Fund — Buy (add'l)

HR-10 Tweedy Browne Global Value Fund — Int/Div — Sold

HR-10 Fidelity Low Priced Stock Fund — Int/Div

HR-10 Fidelity Cash Reserves — Interest

401K SPRTN Total Market Index Fund — Int/Div — Buy

401K BlackRock Global Allocation Fund — Int/Div — Buy (add'l)

401K Fidelity Cash Reserves — Interest

IRA Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

IRA Blackrock Global Allocation Fund — Int/Div

IRA Fidelity Cash Reserves — Interest

IRA Fidelity Low Priced Stock Fund — Int/Div

IRA Blackrock Global Allocation Fund — Int/Div

IRA Fidelity Cash Reserves — Interest

IRA Fidelity Contrafund — Int/Div

IRA Fidelity Contrafund — Int/Div

SPDR S&P Midcap 400 ETF — Int/Div — Sold (part)

Fidelity ContraFund — Int/Div — Buy (add'l)

Fidelity ContraFund — Buy (add'l)

Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

Fidelity Low Priced Stock Fund — Buy (add'l)

BBH Core Select Fund — Int/Div — Buy (add'l)

Baron Growth Fund — Int/Div — Sold

BlackRock Global Allocation Fund — Int/Div

BlackRock Strategic Muni Opportunities — Int/Div — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

Deutsche Intermediate Tax AMT Free Fund — Int/Div — Buy (add'l)

Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)

Tweedy Brown Global Value Fund — Int/Div — Sold

Vanguard Intermediate Tax Exempt Admiral — Int/Div — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Fidelity Spartan Total Index — Int/Div

Morgan Stanley Long/Short Fund A — Int/Div

Fidelity Municipal Money Market — Interest — Sold (part)

Fidelity Treasury Money Market — Interest — from line 54)

Glenmede Large Cap Core — Int/Div — Buy

Glenmede Large Cap Core — Buy (add'l)

BlackRock Nat'l Mumni-Fund — Int/Div — Buy

BlackRock Nat'l Mumni-Fund — Buy (add'l)

BlackRock Nat'l Mumni-Fund — Sold

Deutsche Managed Muni Bond Fund — Int/Div — Buy

Deutsche Managed Muni Bond Fund — Buy (add'l)

Deutsche Managed Muni Bond Fund — Sold

WisdomTree Europe Hedge Equity ETF — Int/Div — Buy

WisdomTree Europe Hedge Equity ETF — Sold

Deutsche X-Trackers MSCI Europe Hedge ETF — Int/Div — Buy

Deutsche X-Trackers MSCI Europe Hedge ETF — Sold

401(k) Glenmede Large Cap Core — Int/Div — Buy

HR-10 BBH Core Select Fund — Int/Div — Buy

HR-10 Glenmede Large Cap Core — Int/Div — Buy

HR-10 Glenmede Large Cap Core — Buy (add'l)

HR-10 Wisdom Tree Europe Hedged Equite FTF — Int/Div — Buy

HR-10 Wisdom Tree Europe Hedged Equite FTF — Sold

HR-10 Deutsche X-Trackers MSC Europe Hedged ETF — Int/Div — Buy

HR-10 Deutsche X-Trackers MSC Europe Hedged ETF — Sold

401(k) Fidelity Contrafund — Int/Div

HR-10 Fidelity Contrafund — Int/Div

Member, Board of Directors, National Association of Urban Debate Leagues

Member, Board of Directors, Little League

Spouse's income — 2016 — Davis, Polk & Wardwell - Salary

The Trust di

sed in Part 11s a non-funded insurance trust for al

any current benefits or income and only is triggered upon or

A However, neither trust confers

Also, 4 correction should be made to last year’s report. In rows 6 and 23 in the Investments Section, there were duplicate entries for the 401(k) Spartan 500 Index

Fund. This year's report makes the correction by merging those entries ito row 7.

Finally, there should be another change made to last year's report (2015). In this year's report, at lines 76 and 77, there is a report for "401(k) Fidelity Contrafund”

and "HR-10 Fidelity Contrafund.” Neither asset was listed in last year's report, but each should have been. The "401(k) Fidelity Contrafund" was purchased on

2/19/15 at the "J" value, and the "HR-10 Fidelity Contrafund™ was purchased on 1/30/15 at the

v

value and another purchase was mide on 2/19/15 at the "J"

value.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Kenneth M. Karas | Frix